Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free DBL Stock Alerts

DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$14.05 -0.03 (-0.21%)
Closing price 07/31/2026 03:58 PM Eastern
Extended Trading
$14.06 +0.00 (+0.04%)
As of 07/31/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$61.83M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$45.29M
Get DBL Insider Trade Alerts

Want to know when executives and insiders are buying or selling DoubleLine Opportunistic Credit Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 World Equity Group Inc.16,600$239K0.1%+49.5%0.000%
7/9/2026 Pettinga Financial Advisors LLC20,592$296K0.0%N/A0.000%
7/8/2026 Integrated Capital Management Inc.12,932$186K0.1%N/A0.000%
7/7/2026 Avior Wealth Management LLC596,287$8.58M0.2%+3.9%0.000%
6/3/2026NewEdge Advisors LLC24,249$354K0.0%-9.7%0.000%
5/22/2026Verus Capital Partners LLC25,180$368K0.0%-25.3%0.000%
5/19/2026Bank of America Corp DE145,851$2.13M0.0%-69.4%0.000%
5/18/2026Readystate Asset Management LP10,907$159K0.0%-25.8%0.000%
5/18/2026Royal Bank of Canada375,823$5.49M0.0%+22.7%0.000%
5/13/2026Cetera Investment Advisers25,950$379K0.0%+51.6%0.000%
5/6/2026Aviance Capital Partners LLC95,072$1.39M0.2%+6.2%0.000%
5/6/2026 Independent Financial Group LLC67,275$982K0.0%N/A0.000%
5/5/2026Journey Advisory Group LLC173,374$2.53M0.2%+1.1%0.000%
5/1/2026Fifth Third Bancorp3,750$55K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors7,377$108K0.0%N/A0.000%
4/28/2026Berger Financial Group Inc105,664$1.54M0.1%-2.1%0.000%
4/22/2026 Absolute Investment Advisers LLC193,182$2.82M0.3%N/A0.000%
4/22/2026Janney Montgomery Scott LLC206,395$3.01M0.0%-12.6%0.000%
4/21/2026Maridea Wealth Management LLC12,156$177K0.0%N/A0.000%
4/20/2026 Kercheville Advisors LLC11,897$174K0.1%-5.6%0.000%
3/17/2026Rockefeller Capital Management L.P.42,761$652K0.0%+66.9%0.000%
2/19/2026Invesco Ltd.156,062$2.38M0.0%-4.9%0.000%
2/18/2026Papamarkou Wellner Asset Management inc.10,500$160K0.1%N/A0.000%
2/18/2026Readystate Asset Management LP14,697$224K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC187,757$2.86M0.0%-1.8%0.000%
2/17/2026Cetera Investment Advisers17,113$261K0.0%+43.9%0.000%
2/17/2026Osaic Holdings Inc.17,593$268K0.0%-24.8%0.000%
2/17/2026Royal Bank of Canada306,202$4.67M0.0%+20.2%0.000%
2/16/2026Apriem Advisors24,110$368K0.0%+19.9%0.000%
2/13/2026 Kestra Advisory Services LLC13,270$202K0.0%+6.5%0.000%
2/13/2026Stifel Financial Corp200,639$3.06M0.0%-36.1%0.000%
2/13/2026 Golden State Wealth Management LLC2,226$34K0.0%-45.7%0.000%
2/13/2026Wells Fargo & Company MN268,441$4.09M0.0%+41.3%0.000%
2/12/2026 Commonwealth Equity Services LLC18,565$283K0.0%+11.5%0.000%
2/12/2026Sit Investment Associates Inc.3,469,728$52.91M1.0%+2.0%0.000%
2/11/2026Janney Montgomery Scott LLC236,256$3.60M0.0%+1.1%0.000%
2/11/2026LPL Financial LLC234,499$3.58M0.0%+7.6%0.000%
2/10/2026Intellectus Partners LLC290,261$4.43M0.9%+2.0%0.000%
2/6/2026 Ignite Planners LLC121,539$1.84M0.3%+13.3%0.000%
2/6/2026Aviance Capital Partners LLC89,549$1.37M0.2%-0.7%0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/5/2026 Catawba River Capital257,639$3.93M1.7%+4.2%0.000%
1/29/2026Comerica Bank3,750$57K0.0%-82.0%0.000%
1/29/2026 Ashton Thomas Private Wealth LLC18,637$284K0.0%+4.6%0.000%
1/29/2026UBS Group AG568,353$8.67M0.0%-1.1%0.000%
1/29/2026 Kercheville Advisors LLC12,607$191K0.1%-10.5%0.000%
1/27/2026 Evergreen Capital Management LLC527,230$8.04M0.2%+3.0%0.000%
1/27/2026Journey Advisory Group LLC171,430$2.61M0.2%+2.0%0.000%
1/27/2026Berger Financial Group Inc107,945$1.65M0.1%+2.3%0.000%
1/23/2026U.S. Capital Wealth Advisors LLC65,774$1.00M0.0%+11.9%0.000%
1/23/2026Twelve Points Wealth Management LLC345,569$5.28M1.2%-12.9%0.000%
1/20/2026Stratos Wealth Advisors LLC259,367$3.96M0.2%+3.1%0.000%
1/12/2026 ARS Wealth Advisors Group LLC14,000$214K0.0%-5.2%0.000%
1/8/2026Gridiron Partners LLC43,917$670K0.4%-98.0%0.000%
12/1/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/17/2025Strategic Wealth Partners Ltd.88,316$1.38M0.1%+1.1%0.000%
11/17/2025Bank of America Corp DE439,401$6.85M0.0%+86.3%0.000%
11/17/2025Ameriprise Financial Inc.294,470$4.59M0.0%+6.6%0.000%
11/14/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.147,098$2.29M0.0%-1.2%0.000%
11/14/2025Comerica Bank20,777$324K0.0%-41.5%0.000%
11/13/2025Fort Sheridan Advisors LLC15,781$246K0.0%-13.6%0.000%
11/12/2025Intellectus Partners LLC284,605$4.43M0.9%+1.2%0.000%
11/12/2025 Consolidated Portfolio Review Corp150,666$2.35M0.3%+73.2%0.000%
11/10/2025Verus Capital Partners LLC33,211$517K0.0%+3.8%0.000%
11/10/2025 Catawba River Capital247,310$3.85M1.7%+6.0%0.000%
11/10/2025Journey Advisory Group LLC168,034$2.62M0.2%-1.1%0.000%
11/6/2025Stratos Wealth Advisors LLC251,623$3.92M0.2%+114.6%0.000%
11/5/2025Envestnet Asset Management Inc.16,725$261K0.0%+16.6%0.000%
11/3/2025 TD Waterhouse Canada Inc.5,487$85K0.0%-67.9%0.000%
10/31/2025 Blackhawk Capital Partners LLC10,450$163K0.1%N/A0.000%
10/29/2025Aviance Capital Partners LLC90,219$1.41M0.2%+1.3%0.000%
10/28/2025 Evergreen Capital Management LLC511,911$7.98M0.2%+2.4%0.000%
10/24/2025 World Equity Group Inc.11,100$173K0.0%+7.2%0.000%
10/22/2025 Shaker Financial Services LLC28,537$445K0.2%+13.2%0.000%
10/22/2025Twelve Points Wealth Management LLC396,595$6.18M1.5%-0.5%0.000%
10/14/2025Gridiron Partners LLC2,231,257$348K0.0%+5,475.8%0.000%
10/14/2025 Matrix Trust Co47,777$744K0.1%-4.8%0.000%
10/14/2025Berger Financial Group Inc105,468$1.64M0.1%N/A0.000%
10/9/2025U.S. Capital Wealth Advisors LLC58,774$916K0.0%+23.8%0.000%
10/8/2025 Ignite Planners LLC107,242$1.67M0.3%+1.6%0.000%
10/6/2025 ARS Wealth Advisors Group LLC14,767$230K0.0%-9.4%0.000%
9/4/2025Osaic Holdings Inc.21,867$336K0.0%-11.6%0.000%
8/29/2025Total Investment Management Inc.4,198$65K0.0%N/A0.000%
8/16/2025 Evergreen Capital Management LLC500,142$7.69M0.2%+8.1%0.000%
8/15/2025Balyasny Asset Management L.P.28,533$439K0.0%N/A0.000%
8/15/2025Bank of America Corp DE235,865$3.63M0.0%+8.9%0.000%
8/15/2025Ameriprise Financial Inc.276,175$4.25M0.0%-16.8%0.000%
8/14/2025Raymond James Financial Inc.148,939$2.29M0.0%-11.5%0.000%
8/13/2025Guggenheim Capital LLC216,658$3.33M0.0%-4.9%0.000%
8/13/2025Invesco Ltd.133,465$2.05M0.0%-11.8%0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
8/13/2025Fort Sheridan Advisors LLC18,272$281K0.0%-25.3%0.000%
8/12/2025XTX Topco Ltd10,116$156K0.0%N/A0.000%
8/12/2025Horizon Kinetics Asset Management LLC26,820$412K0.0%-5.0%0.000%
8/5/2025Intellectus Partners LLC281,283$4.33M0.9%+9.5%0.000%
8/5/2025 Shaker Financial Services LLC25,219$388K0.1%-67.7%0.000%
8/5/2025Aviance Capital Partners LLC89,022$1.37M0.2%-1.1%0.000%
8/1/2025Envestnet Asset Management Inc.14,338$221K0.0%N/A0.000%
7/30/2025Journey Advisory Group LLC169,914$2.61M0.2%+0.4%0.000%
7/29/2025 International Assets Investment Management LLC140,546$2.16M0.1%+1.4%0.000%
7/29/2025 Catawba River Capital233,390$3.59M1.8%N/A0.000%


DBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($52.91M), LeConte Wealth Management LLC ($9.80M), UBS Group AG ($8.67M), Avior Wealth Management LLC ($8.58M), Evergreen Capital Management LLC ($8.04M), Royal Bank of Canada ($5.49M), and Twelve Points Wealth Management LLC ($5.28M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

Of the 68 institutional investors that purchased DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gridiron Partners LLC ($2.19M), International Assets Investment Management LLC ($2.16M), LeConte Wealth Management LLC ($938.34K), Sit Investment Associates Inc. ($486.98K), Polar Asset Management Partners Inc. ($332.92K), Raymond James Financial Inc. ($273.92K), and Stratos Wealth Advisors LLC ($259.37K).

Institutional investors have bought a total of 4,005,486 shares in the last 24 months. This purchase volume represents approximately $61.83M in transactions.

Of the 26 institutional investors that sold DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($2.19M), Bank of America Corp DE ($330.02K), Stifel Financial Corp ($113.49K), Ameriprise Financial Inc. ($55.62K), Twelve Points Wealth Management LLC ($53.02K), Shaker Financial Services LLC ($52.79K), and Comerica Bank ($31.78K).

Institutional investors have sold a total of 2,981,325 shares in the last 24 months. This volume of shares sold represents approximately $45.29M in transactions.


Related Companies

This page (NYSE:DBL) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel